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Wealthfront Risk Parity W (WFRPX)

7.76 -0.03 (-0.39%)
As of 8:06 AM EDT. Market Open.
Loading Chart for WFRPX
DELL
  • Previous Close 7.79
  • YTD Return 2.26%
  • Expense Ratio 0.25%
  • Category World Allocation
  • Last Cap Gain -35.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 1.28B
  • Beta (5Y Monthly) 1.06
  • Yield 4.75%
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.39
  • Inception Date Jan 22, 2018

The fund seeks to achieve its investment objective by allocating its assets among a broad range of asset classes (including but not limited to global developed and emerging market equities, global developed and emerging markets fixed income, real estate investment trusts (REITs), TIPS and commodities). It will generally have some level of investment in most of these asset classes but there is no stated limit on the percentage of assets the fund will allocate to a particular asset class.

Wealthfront

Fund Family

World Allocation

Fund Category

1.28B

Net Assets

2018-01-22

Inception Date

Performance Overview: WFRPX

Trailing returns as of 4/25/2024. Category is World Allocation.

YTD Return

WFRPX
2.26%
Category
8.60%
 

1-Year Return

WFRPX
5.22%
Category
25.33%
 

3-Year Return

WFRPX
2.59%
Category
8.02%
 

5-Year Return

WFRPX
0.47%
Category
8.06%
 

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